Dean Capital Management
Long Only Manager
Dean Capital Management is a Long Only Manager based in Overland Park, KS led by Jessica Lynn Skinner, reporting $1.1B in AUM as of Q3 2025 with LFUS as the largest holding (3% allocation).
CCOJessica Lynn Skinner
- Portfolio Value
- $256.5M
- Positions
- 121
- Top Holding
- LFUS at 2.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dean Capital Management's portfolio (17.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Hardware, Equipment & Parts Technology | $7.3M | 2.85% | +$1.5M Bought | 0.11% 28.2K shares | |
Electrical Equipment & Parts Industrials | $4.8M | 1.87% | -$412.1K Sold | 0.07% 28.2K shares | |
Hardware, Equipment & Parts Technology | $4.6M | 1.79% | +$312.9K Bought | 0.08% 21.7K shares | |
Hardware, Equipment & Parts Technology | $4.5M | 1.77% | -$1.4M Sold | 0.25% 32.2K shares | |
Auto - Parts Consumer Cyclical | $4.3M | 1.66% | +$4.3M Bought | 0.13% 35.5K shares | |
Agricultural - Machinery Industrials | $4.2M | 1.63% | +$1.0M Bought | 0.38% 86.9K shares | |
Chemicals - Specialty Basic Materials | $4.1M | 1.61% | +$2.6M Bought | 0.18% 31.3K shares | |
Leisure Consumer Cyclical | $4.1M | 1.59% | +$973.5K Bought | 0.98% 101.2K shares | |
Banks - Regional Financial Services | $3.8M | 1.47% | +$623.6K Bought | 0.11% 54.7K shares | |
Leisure Consumer Cyclical | $3.6M | 1.39% | +$1.0M Bought | 0.13% 107.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dean Capital Management's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Dean Capital Management
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